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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,436 | $101,591-67.1% | $147,096-77.3% | $74,429-55.1% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.3pp | 67.2%+2.7pp |
| Annual return | 27.40% | 8746.45%-8719.1pp | 419.75%-392.3pp | 1368.38%-1341.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $9,880 | $7,302+35.3% | $8,071+22.4% | $4,348+127.2% |
| Admin fee / account holder | $3,991 | $1,750+128.0% | $13,005-69.3% | $1,944+105.2% |